Major holders
Currency in USDBreakdown
| 0.00% | % of shares held by all insiders |
| 26.27% | % of shares held by institutions |
| 26.27% | % of float held by institutions |
| 139 | Number of institutions holding shares |
Top institutional holders
| Holder | Shares | Date reported | % out | Value |
|---|
| Morgan Stanley | 2,929,479 | 30 Mar 2023 | 4.74% | 48,189,931 |
| UBS Group AG | 1,500,552 | 30 Mar 2023 | 2.43% | 24,684,081 |
| Wells Fargo & Company | 1,208,200 | 30 Mar 2023 | 1.96% | 19,874,890 |
| Guggenheim Capital, LLC | 1,039,953 | 30 Mar 2023 | 1.68% | 17,107,227 |
| Eagle Bluffs Wealth Management Llc | 854,627 | 30 Mar 2023 | 1.38% | 14,058,614 |
| Bank of America Corporation | 692,957 | 30 Mar 2023 | 1.12% | 11,399,143 |
| Raymond James Financial Services Advisors, Inc. | 528,078 | 30 Mar 2023 | 0.85% | 8,686,883 |
| Focused Wealth Management, Inc | 503,117 | 30 Mar 2023 | 0.81% | 8,276,275 |
| LPL Financial LLC | 498,702 | 30 Mar 2023 | 0.81% | 8,203,648 |
| Invesco Ltd. | 489,517 | 30 Mar 2023 | 0.79% | 8,052,555 |
Top mutual fund holders
| Holder | Shares | Date reported | % out | Value |
|---|
| Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | 738,712 | 29 Nov 2022 | 1.29% | 12,151,812 |
| Invesco ETF Tr II-Invesco Income Composite ETF | 489,517 | 30 Mar 2023 | 0.86% | 8,052,555 |
| Guggenheim Strategic Opportunities Fd | 292,122 | 29 Nov 2022 | 0.51% | 4,805,407 |
| LoCorr Spectrum Income Fund | 115,051 | 30 Mar 2023 | 0.20% | 1,892,589 |
| BMC Fund Inc. | 50,645 | 30 Jan 2023 | 0.09% | 833,110 |
| Spinnaker ETF Tr-UVA Unconstrained MedTerm Fixed Inc ETF | 26,978 | 30 Dec 2022 | 0.05% | 443,788 |
